IVE:NYE-iShares S&P 500 Value ETF (USD)

ETF | Large Value |

Last Closing

USD 179.47

Change

+1.49 (+0.84)%

Market Cap

N/A

Volume

1.23M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-04-23 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

-0.02 (-0.08%)

USD 65.62B
DGRO iShares Core Dividend Growth E..

+0.35 (+0.60%)

USD 28.73B
FNDX Schwab Fundamental U.S. Large ..

+0.22 (+1.00%)

USD 16.14B
SCHV Schwab U.S. Large-Cap Value ET..

+0.20 (+0.80%)

USD 11.19B
SPYD SPDR® Portfolio S&P 500 High ..

+0.07 (+0.17%)

USD 6.49B
VOOV Vanguard S&P 500 Value Index F..

+1.52 (+0.88%)

USD 4.93B
FDVV Fidelity® High Dividend ETF

+0.41 (+0.88%)

USD 4.55B
SPHD Invesco S&P 500® High Dividen..

-0.14 (-0.30%)

USD 3.30B
IWX iShares Russell Top 200 Value ..

+0.64 (+0.83%)

USD 2.39B
LRGF iShares U.S. Equity Factor ETF

+0.88 (+1.61%)

USD 2.15B

ETFs Containing IVE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -5.98% 27% F 43% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -5.98% 27% F 41% F
Trailing 12 Months  
Capital Gain -0.87% 10% F 46% F
Dividend Return 1.10% 28% F 22% F
Total Return 0.23% 6% D- 39% F
Trailing 5 Years  
Capital Gain 72.58% 58% F 67% D+
Dividend Return 13.26% 16% F 33% F
Total Return 85.84% 38% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 12.83% 79% B- 74% C
Dividend Return 14.57% 73% C 74% C
Total Return 1.74% 35% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 13.26% 73% C 70% C-
Risk Adjusted Return 109.89% 88% B+ 97% N/A
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.